Digital sales, marketing, and technology solutions to
accelerate inflows
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A wide range of services to help you succeed in the digital world
The world has changed. You need to change, too.
For financial services, Digital Distribution is how you succeed.
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Hours a Day Online
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Hours a Day on Social Media
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%
Connected Through a Mobile Device
Today, we spend an average of 7 hours a day online, 2.5 hours a day on social media, and 52% of the time connected through a mobile device.
How you engage with clients must evolve for our online world.
MARKETING
Upgrade your inflows process to grow AUM
What do you get when you pair native financial industry knowledge with digital expertise? We help you build a marketing and sales process that finally aligns with the buying behaviors of a digital world.
Our mix of strategic and tactical approaches lets you deliver the right message to the right people at the right time — and get the right leads to sales, too.
Paid Digital
Advertising
Bring qualified prospects to your firm from across the web.
Content
Marketing
Attract and engage potential investors with targeted, engaging thought leadership.
Email
Marketing
Communicate directly with your target audience to inspire action.
Graphic
Design
Custom design work for brochures, factsheets, pitch decks, and track records.
Event
Marketing
Engage and connect with audiences through webinars, in-person events, and conference geofencing.
Social
Create paid and organic social media campaigns.
Branding
Elevate your brand with compelling design and language wherever you meet your audience.
SEO
Create organic campaigns that educate and build trust.
Video
Provide custom animations, edits, scripts, and storyboarding.
Sales
Build an optimal sales process
When your company gains leads from marketing efforts, we'll help you build an efficient sales process.
From lead generation to conversion, we'll help you craft a streamlined strategy that maximizes your online presence and drives growth.
Distribution
Strategy
We’ll help you implement the Digital Distribution™ blueprint to raise more capital.
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Sales
Sequences
Learn to use technology to automate your sales process and close more deals.
Sales
Collateral
Effectively communicate value propositions and foster client engagement to drive conversions.
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Pipeline
Management
Automate your education and outreach to nurture prospective clients.
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Wholesaler
Dashboards
Streamline your wholesaler operations with our user-friendly website dashboards.
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Sales
Playbook
Equip your company with strategic insights and proven tactics for client acquisition.
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Reporting
Compare your stats to the market, report on campaigns, and forecast AUM and revenue with greater accuracy.
Coaching & Consulting
Your best people are about to get even better
As teammates working toward the same goal, we augment your sales and marketing teams to create a true digital revenue arm. We can coach your team be more efficient and effective with digital tools and processes.
While we’re at it, we’ll serve up the right leads at the right time. Sales will have better qualified people to talk to — and can focus on having more valuable conversations.
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Digital Distribution Mastery
Align marketing and sales into one revenue team with one goal: drive AUM.
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Sales
Coaching
Learn your way to full Digital Distribution with our coaching by and for financial services leaders.
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HubSpot Training
(CRM & Automation)
Optimize your team’s use of technology and processes with guided sessions and videos.
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They Ask,
You Answer
Create a culture of client-driven content across your organization.
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Fractional
CMO
Gain expert marketing leadership services.
Technology
Don’t let technology be a barrier
The biggest threat to digital success is one the financial industry knows well: outdated or disconnected technologies. Our Technology services help you create the right connections to guide your prospective clients toward closing. Wherever your tech stack stands today, you don’t have to stand there with it alone.
We can help take your firm from outdated to outpacing.
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Website
Turn your website into your #1 salesperson, working for you at all times.
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Sales
Operations
Learn to use technology to automate your sales process and close more deals.
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CRM
Integrations
Install, customize, and manage your CRM to align with your marketing and sales process.
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Marketing
Automation
Automate your education and outreach to nurture prospective clients.
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Marketing
Operations
Unify and integrate the efforts of your marketing and sales teams — and keep them running.
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Platform
Implementation
Connect multiple tools and seamlessly migrate your CRM to HubSpot or use AssetFlow AI.
Read what our clients are saying.
Digital Marketing Experts from A to Z
We hired GK3 to build a comprehensive digital marketing system. Initially focused on content marketing, GK3 transformed our entire sales and marketing, from CRM to content creation to lead generation.
When we needed a quick launch for a sub-brand, GK3 delivered an impressive logo, branding guide, and website in record time. John Gulino's leadership sets a tone of excellence, ensuring that GK3 prioritizes understanding client needs for creative and meaningful results.
Incredible Team, incredible Results
Upon onboarding, GK3 quickly created amazing content and built our marketing funnel. They thoroughly understood our business model and effectively translated it into marketing content.
As HubSpot experts, they developed new marketing materials, landing pages, and website pages, and added lead scoring automation to our account, maximizing our HubSpot usage. Working with GK3 feels like having a world-class marketing department right down the hallway.
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Full service!
“With a focus on the RIA channel, it is especially important to leverage digital marketing to reach our target audience. Further, compelling content is essential.
GK3 not only helps us to create content, but also deliver that content in digestible, compelling formats.
We have expanded the scope of services we receive from GK3 who have provided excellent support and have been proactive with recommending services appropriate to our stage of growth.”
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Compelling storytelling
“GK3 does so many things for our company - we have a compelling story to tell and it is GK3 that packaged up that story and got it out to our target market, driving inbound interest beyond what our company has ever experienced.”
GK3 - Digital Distribution Experts
“GK3 Capital is a highly recommended partner for any asset management firm looking to grow utilizing a digital distribution strategy.
The combination of their inside-out knowledge of asset managers, investments, distribution, and digital marketing uniquely positions GK3 to help their clients efficiently and effectively raise capital.”
A Trusted Partner Recognized for Digital Excellence
GK3 Capital is an award-winning digital marketing agency dedicated to professional development. Our commitment to growth is reflected in the numerous certifications we've earned, including HubSpot, Google, and others, emphasizing our continuous drive to innovate and achieve the highest standards in the industry.
